[If the bull market returns, what should we invest in]
ETH will rise first, and affected by the approval of ETF (definitely) and inflow, it may return to 4000 or even higher;
SOL will still have momentum, and there are potential expectations for SOL ETF;
After ETH rises, it will be the turn of the altcoins to rise. Don’t rush to hold a large position in the altcoins, as the thickness and liquidity of the altcoins are insufficient;
You can look at Defi and infrastructure, such as AAVE, Makerdao, UNI, etc., which have experienced several rounds of bull and bear markets, with high circulation, fundamentals, teams, and income;
OP prices have returned to the beginning of the bull market in December last year, and VC coins represented by WLD will continue to unlock. The restaking narrative has come to an end, and Pendle TVL has dropped sharply. Whether it can return to its previous high remains to be considered;
Many high-quality altcoins have been oversold, with limited downward space and higher upward space; some altcoins do not necessarily need to be pulled up, so think about whether they can outperform ETH when buying altcoins
How to build a position: You can use 30% of the total position to buy altcoins, divide it into 5 parts, build a position at the current price, and take 30% of the altcoins for every 5% drop in price, that is, if it drops by 25%.
How to build a position: You can allocate 30% to altcoins, buy 1/5 at the market price, and then place a limit order for every 5% drop.
If you don’t know how to screen strong coins, I suggest you follow me.
